12 hours ago
Dogecoin (DOGE) is among the worst losers in the top 10 so far this year, booking a 39% retreat in 2026 as the price action continues to break key supports.
Interest for meme coins has waned recently, as the public's attention has turned to other corners of the tech ****** e like artificial intelligence (AI) and ****** e exploration.
Meanwhile, although market sentiment has improved recently, the macroeconomic backdrop remains unfavorable for the crypto market as a whole, and that is even more real for meme coins as a niche segment.
Persistent geopolitical tensions in the Middle East and a hawkish outlook when it comes to the Federal Reserve's monetary policy decisions continue to keep a lid on crypto prices and have pushed investors out of the sector as higher rates favor low-risk ****** ets.
Dogecoin has failed to stay above key levels despite its status as the king of this niche. Not even the launch of an exchange-traded fund (ETF) in the United States has prevented it from falling off a cliff, and now the price action appears to be eyeing a sustained decline toward the ****** et's October 2023 lows.
#dogecoin #recently #market #even
Interest for meme coins has waned recently, as the public's attention has turned to other corners of the tech ****** e like artificial intelligence (AI) and ****** e exploration.
Meanwhile, although market sentiment has improved recently, the macroeconomic backdrop remains unfavorable for the crypto market as a whole, and that is even more real for meme coins as a niche segment.
Persistent geopolitical tensions in the Middle East and a hawkish outlook when it comes to the Federal Reserve's monetary policy decisions continue to keep a lid on crypto prices and have pushed investors out of the sector as higher rates favor low-risk ****** ets.
Dogecoin has failed to stay above key levels despite its status as the king of this niche. Not even the launch of an exchange-traded fund (ETF) in the United States has prevented it from falling off a cliff, and now the price action appears to be eyeing a sustained decline toward the ****** et's October 2023 lows.
#dogecoin #recently #market #even
17 hours ago
GEV's $176B backlog positions it as the premium AI infrastructure bet; NEE trades at 22x forward earnings with 8%+ EPS growth through 2032.
NextEra's Duane Arnold nuclear restart, backed by a 25-year Google PPA, targets Q1 2029 and anchors its long-term AI power strategy.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and NextEra Energy didn't make the cut. Grab the names FREE today.
GE Vernova (NYSE:GEV) and NextEra Energy (NYSE:NEE) reported June-quarter results within 48 hours of each other. GEV sells the turbines, transformers, and grid gear every hyperscaler needs. NextEra owns the megawatts, the interconnects, and a Florida utility that hyperscalers want to plug into. Two ways to buy the same AI power bottleneck.
GE Vernova posted Q2 revenue of $11.10 billion, up 21.8% year over year, with bookings of $24.2 billion and a $176 billion backlog. Electrification revenue jumped 68%, and $2.7 billion of that came from data center orders in the quarter alone. CEO Scott Strazik told investors GEV is "on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026, with 24 GW in 2028" and 30 GW by 2030. Wind guidance includes roughly $400 million in EBITDA losses.
#nextera #quarter #backlog
NextEra's Duane Arnold nuclear restart, backed by a 25-year Google PPA, targets Q1 2029 and anchors its long-term AI power strategy.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and NextEra Energy didn't make the cut. Grab the names FREE today.
GE Vernova (NYSE:GEV) and NextEra Energy (NYSE:NEE) reported June-quarter results within 48 hours of each other. GEV sells the turbines, transformers, and grid gear every hyperscaler needs. NextEra owns the megawatts, the interconnects, and a Florida utility that hyperscalers want to plug into. Two ways to buy the same AI power bottleneck.
GE Vernova posted Q2 revenue of $11.10 billion, up 21.8% year over year, with bookings of $24.2 billion and a $176 billion backlog. Electrification revenue jumped 68%, and $2.7 billion of that came from data center orders in the quarter alone. CEO Scott Strazik told investors GEV is "on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026, with 24 GW in 2028" and 30 GW by 2030. Wind guidance includes roughly $400 million in EBITDA losses.
#nextera #quarter #backlog
1 day ago
By Sanskriti Shekhar
July 28 (Reuters) - Royal Caribbean raised its annual profit forecast on Tuesday after beating quarterly estimates, sending its shares up 5%, even as it factored in a modest hit to bookings due to the travel disruptions caused by the Middle East conflict.
Geopolitical uncertainty linked to the U.S.-Iran conflict has made some travelers wary of booking cruises, hurting demand for certain itineraries and adding to fuel-cost pressures for operators.
Royal Caribbean said bookings for some sailings, including Mediterranean itineraries, have been modestly hit, primarily in the third quarter.
"When you include a cruise plus the airfare (to get to the ports), it's a little bit more costly (for American consumers)," CEO Jason Liberty said, adding travelers are either putting off their trips to next year or opting for the Caribbean instead of Europe.
#caribbean #bookings #july
July 28 (Reuters) - Royal Caribbean raised its annual profit forecast on Tuesday after beating quarterly estimates, sending its shares up 5%, even as it factored in a modest hit to bookings due to the travel disruptions caused by the Middle East conflict.
Geopolitical uncertainty linked to the U.S.-Iran conflict has made some travelers wary of booking cruises, hurting demand for certain itineraries and adding to fuel-cost pressures for operators.
Royal Caribbean said bookings for some sailings, including Mediterranean itineraries, have been modestly hit, primarily in the third quarter.
"When you include a cruise plus the airfare (to get to the ports), it's a little bit more costly (for American consumers)," CEO Jason Liberty said, adding travelers are either putting off their trips to next year or opting for the Caribbean instead of Europe.
#caribbean #bookings #july
1 day ago
The physical infrastructure enabling artificial intelligence requires considerably more than just high-performance accelerators and primary grid connections. It also relies on millions of high-density connectors, backplane interconnects, and power-filtering devices to connect rack-level structures, areas where TE Connectivity plc (NYSE:TEL) holds a significant bottleneck position. As hyperscalers and enterprise data center operators ramp up capital expenditure deployment around the world, demand for critical electrical connector systems has transformed from a passive secondary tailwind to a direct beneficiary of the AI growth cycle.
The company's fiscal third-quarter 2026 report showed this demand in real time, with record top-line performance, order velocity, and profitability. Despite exceeding Wall Street expectations in every fundamental indicator, shares fell roughly 7% following the release, indicating the market's focus on sequential forecast trends over historical trailing figures.
Operational execution in the third quarter set new highs across numerous business areas. Net revenue increased 14% year-over-year to $5.16 billion, above Wall Street expectations by more than 3%. Adjusted earnings per share rose 22% year-over-year to $2.94, exceeding the average estimate of $2.85. The report's defining metric was order flow, which increased 27% year-over-year to a record $5.7 billion, reflecting over $1 billion in incremental booking expansion vs. the prior year period. Meanwhile, profitability increased significantly, with adjusted operating margins improving 90 basis points to 22% and quarterly free cash flow totaling $883 million.
The underlying sector distribution highlights where AI momentum is growing the fastest. Industrial Solutions revenue increased 22% year-over-year to $2.58 billion, driven mainly by data center rack deployments and energy infrastructure growth. Chief Executive Officer Terrence Curtin stated that AI cloud momentum is far above initial multi-year predictions, with data center connection and power distribution orders rising more than 70% year-to-date.
Moreover, to back up its power-handling portfolio, TE Connectivity plc (NYSE:TEL) signed a $1.4 billion formal agreement to acquire Astrodyne TDI. The acquisition includes specialized power management and electromagnetic filtering solutions for critical industrial, semiconductor, and defense applications, providing approximately $250 million in annual revenue to the Industrial Solutions segment once completed.
#year #solutions #revenue
The company's fiscal third-quarter 2026 report showed this demand in real time, with record top-line performance, order velocity, and profitability. Despite exceeding Wall Street expectations in every fundamental indicator, shares fell roughly 7% following the release, indicating the market's focus on sequential forecast trends over historical trailing figures.
Operational execution in the third quarter set new highs across numerous business areas. Net revenue increased 14% year-over-year to $5.16 billion, above Wall Street expectations by more than 3%. Adjusted earnings per share rose 22% year-over-year to $2.94, exceeding the average estimate of $2.85. The report's defining metric was order flow, which increased 27% year-over-year to a record $5.7 billion, reflecting over $1 billion in incremental booking expansion vs. the prior year period. Meanwhile, profitability increased significantly, with adjusted operating margins improving 90 basis points to 22% and quarterly free cash flow totaling $883 million.
The underlying sector distribution highlights where AI momentum is growing the fastest. Industrial Solutions revenue increased 22% year-over-year to $2.58 billion, driven mainly by data center rack deployments and energy infrastructure growth. Chief Executive Officer Terrence Curtin stated that AI cloud momentum is far above initial multi-year predictions, with data center connection and power distribution orders rising more than 70% year-to-date.
Moreover, to back up its power-handling portfolio, TE Connectivity plc (NYSE:TEL) signed a $1.4 billion formal agreement to acquire Astrodyne TDI. The acquisition includes specialized power management and electromagnetic filtering solutions for critical industrial, semiconductor, and defense applications, providing approximately $250 million in annual revenue to the Industrial Solutions segment once completed.
#year #solutions #revenue
2 days ago
Baker Hughes raised its 2026 Industrial & Energy Technology (IET) order outlook after posting record second-quarter bookings, as surging investment in LNG export facilities, gas-fired power generation and data center infrastructure continued to fuel demand for its equipment and services.
The company reported second-quarter orders of $10.5 billion, up 49% from a year earlier, while IET orders more than doubled to a record $7.1 billion. Remaining performance obligations reached a record $40.1 billion, including $37.1 billion for the IET segment, providing increased visibility into future revenue. Revenue totaled $6.74 billion, while adjusted EBITDA rose to $1.23 billion, exceeding the high end of the company's guidance range.
Chairman and CEO Lorenzo Simonelli said Baker Hughes benefited from continued strength in data centers, gas infrastructure and upstream markets despite operational challenges in the Middle East. He said the company now expects to reach the midpoint of its full-year guidance while increasing its Horizon 2 (2026-2028) IET orders target to more than $45 billion.
The record order intake was supported by a series of major LNG and power generation contracts. During the quarter, Baker Hughes secured equipment awards from Venture Global, Cheniere Energy, Golar LNG and Nigeria LNG, alongside large power generation orders from Dynamis Power Solutions and Kodiak Gas Services to support growing electricity demand from data centers and energy infrastructure across North America.
Oilfield Services & Equipment also outperformed expectations despite geopolitical disruptions. Segment EBITDA exceeded guidance as activity improved in the Middle East late in the quarter, while North America land operations and Latin America delivered solid results. However, segment revenue remained 5% below the prior year, reflecting ****** et divestitures and regional disruptions.
#record
The company reported second-quarter orders of $10.5 billion, up 49% from a year earlier, while IET orders more than doubled to a record $7.1 billion. Remaining performance obligations reached a record $40.1 billion, including $37.1 billion for the IET segment, providing increased visibility into future revenue. Revenue totaled $6.74 billion, while adjusted EBITDA rose to $1.23 billion, exceeding the high end of the company's guidance range.
Chairman and CEO Lorenzo Simonelli said Baker Hughes benefited from continued strength in data centers, gas infrastructure and upstream markets despite operational challenges in the Middle East. He said the company now expects to reach the midpoint of its full-year guidance while increasing its Horizon 2 (2026-2028) IET orders target to more than $45 billion.
The record order intake was supported by a series of major LNG and power generation contracts. During the quarter, Baker Hughes secured equipment awards from Venture Global, Cheniere Energy, Golar LNG and Nigeria LNG, alongside large power generation orders from Dynamis Power Solutions and Kodiak Gas Services to support growing electricity demand from data centers and energy infrastructure across North America.
Oilfield Services & Equipment also outperformed expectations despite geopolitical disruptions. Segment EBITDA exceeded guidance as activity improved in the Middle East late in the quarter, while North America land operations and Latin America delivered solid results. However, segment revenue remained 5% below the prior year, reflecting ****** et divestitures and regional disruptions.
#record
5 days ago
Broadcom's Hock Tan guided Q3 AI chip revenue to $16 billion, up over 200% year-over-year, while TSMC guided full-year 2026 revenue growth above 40%.
Laffont's five holdings form a closed AI infrastructure loop spanning power, fabrication, tools, and custom silicon, with four of the five currently rated BUY.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
Philippe Laffont's Coatue Management just showed its hand: the latest 13F filing (holdings as of March 31, 2026) parks its biggest chips on a single trade: the AI infrastructure buildout. The five names below, all US-listed, represent Laffont's largest long common-stock and ADR positions. One of them just booked $10.80 billion in AI semiconductor revenue in a single quarter, growing 143% year-over-year. The setup is worth understanding before it reprices.
Every AI accelerator on this list is useless without electrons. That is why GE Vernova (NYSE:GEV) is the most surprising name in Laffont's tech basket: it sits one level upstream of the chips, building the gas turbines, grid equipment, and electrification hardware that hyperscalers are now ordering by the gigawatt. This is the AI trade one level upstream of NVIDIA. Q1 2026 revenue rose 15.8% year-over-year to $9.30 billion, but the real signal was orders: $18.30 billion, up 71% organically, with Electrification booking $2.4 billion in data center equipment orders in Q1 alone, more than all of 2025. CEO Scott Strazik put it plainly: "Demand is accelerating for our Power and Electrification solutions... backlog growing by more than $13 billion quarter-over-quarter."
#revenue #five #semiconductor
Laffont's five holdings form a closed AI infrastructure loop spanning power, fabrication, tools, and custom silicon, with four of the five currently rated BUY.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
Philippe Laffont's Coatue Management just showed its hand: the latest 13F filing (holdings as of March 31, 2026) parks its biggest chips on a single trade: the AI infrastructure buildout. The five names below, all US-listed, represent Laffont's largest long common-stock and ADR positions. One of them just booked $10.80 billion in AI semiconductor revenue in a single quarter, growing 143% year-over-year. The setup is worth understanding before it reprices.
Every AI accelerator on this list is useless without electrons. That is why GE Vernova (NYSE:GEV) is the most surprising name in Laffont's tech basket: it sits one level upstream of the chips, building the gas turbines, grid equipment, and electrification hardware that hyperscalers are now ordering by the gigawatt. This is the AI trade one level upstream of NVIDIA. Q1 2026 revenue rose 15.8% year-over-year to $9.30 billion, but the real signal was orders: $18.30 billion, up 71% organically, with Electrification booking $2.4 billion in data center equipment orders in Q1 alone, more than all of 2025. CEO Scott Strazik put it plainly: "Demand is accelerating for our Power and Electrification solutions... backlog growing by more than $13 billion quarter-over-quarter."
#revenue #five #semiconductor
5 days ago
What happened: ServiceNow (NOW) gained 3% in early trading on Thursday.
What's behind the move: The Santa Clara, Calif.-based software company reported quarterly subscription revenue and bookings that topped ***** yst expectations, reinforcing investor optimism that its artificial intelligence offerings are helping drive growth.
Subscription revenue climbed roughly 25% year over year to $3.88 billion last quarter, while current remaining performance obligations (cRPO), a key metric of near-term bookings, rose 21% to $13.2 billion.
Management highlighted that demand for the company's AI products continues to outperform expectations, highlighting ServiceNow's broad customer demand, solid execution, and operating leverage.
What else you need to know: ServiceNow and other software firms have been aggressively promoting the integration of generative AI tools into their platforms as the industry has come under scrutiny earlier this year over concerns of AI disruption to their business models.
#year #subscription #revenue #thursday
What's behind the move: The Santa Clara, Calif.-based software company reported quarterly subscription revenue and bookings that topped ***** yst expectations, reinforcing investor optimism that its artificial intelligence offerings are helping drive growth.
Subscription revenue climbed roughly 25% year over year to $3.88 billion last quarter, while current remaining performance obligations (cRPO), a key metric of near-term bookings, rose 21% to $13.2 billion.
Management highlighted that demand for the company's AI products continues to outperform expectations, highlighting ServiceNow's broad customer demand, solid execution, and operating leverage.
What else you need to know: ServiceNow and other software firms have been aggressively promoting the integration of generative AI tools into their platforms as the industry has come under scrutiny earlier this year over concerns of AI disruption to their business models.
#year #subscription #revenue #thursday
5 days ago
Ryanair Holdings plc (NASDAQ:RYAAY)'s fiscal first-quarter profit fell 34% to €538 million from €820 million a year earlier. Revenue rose about 1% to €4.38 billion, short of the €4.48 billion ***** ysts expected. Passenger traffic climbed 6% to 61.3 million. Shares fell as much as 7% on the day (July 20). Rival carriers Wizz Air, Lufthansa, IAG, and Air France-KLM all dropped too.
Two things drove the miss. Firstly, fares fell 6% as the Iran war made travelers nervous and pushed bookings closer to departure. Secondly, operating costs rose 11% because the 20% of Ryanair Holdings plc (NASDAQ:RYAAY)'s jet fuel that isn't hedged more than doubled in price, hitting $150 a barrel during the quarter. CEO Michael O'Leary said the conflict, EU jet-fuel supply concerns, and general economic uncertainty forced the airline to cut fares to fill seats. He gave no full-year profit guidance, calling second-quarter pricing "trending modestly down" YoY and noting zero visibility into the second half of the year.
That raises a real question. Is this just a short-term problem for Europe's strongest budget airline, or is it the beginning of a long period of low ticket prices that will last even after the war ends?
BULL CASE
Ryanair Holdings plc (NASDAQ:RYAAY)'s own earnings call is the strongest source for the bull case. CFO Neil Sorahan told CNBC the Middle East conflict will cause a capacity shakeout among weaker European airlines this winter, since carriers without Ryanair's cost base or balance sheet may fail or get absorbed. He confirmed Ryanair paid off its final €1.2 billion bond in May. The corporation is now debt-free and owns its roughly 620 aircraft outright, with about €2.8 billion in cash on hand. Sorahan pushed back on demand fears directly, telling CNBC, "No shortage of bookings. No shortage of people traveling, just travelers booking closer to departure.
#billion #fell
Two things drove the miss. Firstly, fares fell 6% as the Iran war made travelers nervous and pushed bookings closer to departure. Secondly, operating costs rose 11% because the 20% of Ryanair Holdings plc (NASDAQ:RYAAY)'s jet fuel that isn't hedged more than doubled in price, hitting $150 a barrel during the quarter. CEO Michael O'Leary said the conflict, EU jet-fuel supply concerns, and general economic uncertainty forced the airline to cut fares to fill seats. He gave no full-year profit guidance, calling second-quarter pricing "trending modestly down" YoY and noting zero visibility into the second half of the year.
That raises a real question. Is this just a short-term problem for Europe's strongest budget airline, or is it the beginning of a long period of low ticket prices that will last even after the war ends?
BULL CASE
Ryanair Holdings plc (NASDAQ:RYAAY)'s own earnings call is the strongest source for the bull case. CFO Neil Sorahan told CNBC the Middle East conflict will cause a capacity shakeout among weaker European airlines this winter, since carriers without Ryanair's cost base or balance sheet may fail or get absorbed. He confirmed Ryanair paid off its final €1.2 billion bond in May. The corporation is now debt-free and owns its roughly 620 aircraft outright, with about €2.8 billion in cash on hand. Sorahan pushed back on demand fears directly, telling CNBC, "No shortage of bookings. No shortage of people traveling, just travelers booking closer to departure.
#billion #fell
6 days ago
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental ****** sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and ****** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."
#public #iclr
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and ****** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."
#public #iclr
6 days ago
Together, Expedia (EXPE) and Booking.com (BKNG) account for roughly half of the online travel agency market. While Booking's market capitalization of $139 billion dwarfs the roughly $32 billion market cap of its rival, Expedia stock has a spot on the Investor's Business Daily Breakout Stocks Index while Booking.com does not.
While both stocks recently reset their base counts, Expedia stands poised for a breakout, which would mark a record high. Meanwhile, Booking.com remains mired below its 200-day line.
Expedia's portfolio of brands includes Expedia for full-service booking, Hotels.com, specializing in hotels, and Vrbo to handle vacation rentals. Booking's portfolio includes Priceline, Agoda, Kayak, OpenTable, and Rentalcars.com.
While Hilton Worldwide (HLT) coined the term "Whycation," Expedia and Booking.com have both tapped into the trend of purpose-driven, goal-oriented getaways.
As part of its Unpack'26 report, Expedia also outlined its Set-Jetting Forecast, focusing on travel spots inspired by movies and TV shows. According to Expedia, 81% of Gen Z and millennial travelers now plan getaways based on TV shows and movies. Expedia also showcases Fan Voyage for sports travel and Farm Charm through its Vrbo business. Through Hotels.com, it also spotlights Salvaged Stays with retreats converted from architectural relics.
#travel #market #breakout
While both stocks recently reset their base counts, Expedia stands poised for a breakout, which would mark a record high. Meanwhile, Booking.com remains mired below its 200-day line.
Expedia's portfolio of brands includes Expedia for full-service booking, Hotels.com, specializing in hotels, and Vrbo to handle vacation rentals. Booking's portfolio includes Priceline, Agoda, Kayak, OpenTable, and Rentalcars.com.
While Hilton Worldwide (HLT) coined the term "Whycation," Expedia and Booking.com have both tapped into the trend of purpose-driven, goal-oriented getaways.
As part of its Unpack'26 report, Expedia also outlined its Set-Jetting Forecast, focusing on travel spots inspired by movies and TV shows. According to Expedia, 81% of Gen Z and millennial travelers now plan getaways based on TV shows and movies. Expedia also showcases Fan Voyage for sports travel and Farm Charm through its Vrbo business. Through Hotels.com, it also spotlights Salvaged Stays with retreats converted from architectural relics.
#travel #market #breakout
7 days ago
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental **** sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and **** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."
#limited #company #global #city
In its Q2 2026 investor letter, City Different Investments highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 21, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $166.62 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 4.54%, and its shares lost 1.51% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $12.72 billion.
City Different Investments stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a new purchase and became the top contributor to our results for the second quarter. Founded in 1990 by two Irish doctors, this Dublin-based provider of clinical research services and **** ytics saw its stock price clobbered over the past two years due to the triple whammy of: 1/ a post-COVID-19 demand slowdown; 2/ AI-related fears; and 3/ an accounting error that led to a minor restatement of results. However, our team has followed this industry since 2019, and we bought ICON eagerly in April once the valuation became compelling. Now the accounting error has already been fixed, and leading growth indicators, such as bookings and cancellations, are encouraging. Our research suggests that ICON could be a net beneficiary of AI due to proprietary data, domain expertise, and regulatory barriers, among other factors. A combination of an improving growth rate and a declining share count could boost ICON's valuation from here."
#limited #company #global #city
8 days ago
Booking Holdings Inc. (BKNG) is the world's leading online travel services provider, operating a portfolio of travel brands across more than 220 countries and territories. Headquartered in Norwalk, Connecticut, the company simplifies global travel through technology, driving innovation, collaboration, and customer-focused solutions while supporting millions of travel experiences worldwide. It currently has a market capitalization of about $140.8 billion.
BKNG is set to report its Q2 earnings on Tuesday, August 4, 2026, after the market closes. Ahead of the release, ****** ysts expect the company to report a diluted EPS of $2.46, up 10.8% from $2.22 in the year-ago quarter. BKNG has exceeded Wall Street's EPS estimates in all of the past four trailing quarters, which is impressive.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ****** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#bkng #booking #holdings
BKNG is set to report its Q2 earnings on Tuesday, August 4, 2026, after the market closes. Ahead of the release, ****** ysts expect the company to report a diluted EPS of $2.46, up 10.8% from $2.22 in the year-ago quarter. BKNG has exceeded Wall Street's EPS estimates in all of the past four trailing quarters, which is impressive.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ****** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#bkng #booking #holdings
13 days ago
(Corrects date in the first sentence to Wednesday not Tuesday.)
PARIS, July 15 (Reuters) - Countries applying a global minimum tax on multinational companies saw corporate tax revenues rise without a corresponding loss of jobs or investment, the Organisation for Economic Co-operation and Development said on Wednesday.
The global minimum tax was designed to curb a decades-long race to the bottom in corporate taxation by allowing countries to levy top-up taxes when profits are taxed below 15% elsewhere, reducing the benefits of booking profits in low-tax jurisdictions.
More than 60 countries and territories have implemented the rules, while many others are preparing to do so.
The Paris-based OECD estimated that the tax increased government revenue by €79 billion to €109 billion ($90 billion to $124 billion) in its first year, equivalent to 2.4% to 3.4% of global corporate income tax receipts.
PARIS, July 15 (Reuters) - Countries applying a global minimum tax on multinational companies saw corporate tax revenues rise without a corresponding loss of jobs or investment, the Organisation for Economic Co-operation and Development said on Wednesday.
The global minimum tax was designed to curb a decades-long race to the bottom in corporate taxation by allowing countries to levy top-up taxes when profits are taxed below 15% elsewhere, reducing the benefits of booking profits in low-tax jurisdictions.
More than 60 countries and territories have implemented the rules, while many others are preparing to do so.
The Paris-based OECD estimated that the tax increased government revenue by €79 billion to €109 billion ($90 billion to $124 billion) in its first year, equivalent to 2.4% to 3.4% of global corporate income tax receipts.
13 days ago
The much-anticipated listing of SK Hynix (SKHY) witnessed some initial jitters on the back of some profit booking. However, the memory semiconductor company made a strong comeback and popped 27% in yesterday's trading.
Amidst the near-term volatility, SKHY stock is worth accumulating for the medium to long term. For a company on a high-growth trajectory, a trailing-twelve-month price-earnings ratio of 18.3 looks attractive and underscores this view.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ******* e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
Amidst the near-term volatility, SKHY stock is worth accumulating for the medium to long term. For a company on a high-growth trajectory, a trailing-twelve-month price-earnings ratio of 18.3 looks attractive and underscores this view.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ******* e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
15 days ago
Welcome to Midnight Mania!
Let’s start the night off by taking a look back over the three biggest stories of Tuesday, July 14, 2026.
Conor McGregor versus … Machine Gun Kelly?!? MGK reignites feud, buries ‘F—k Liddell’: I’m just glad we’ve found a winnable matchup for The Mac.
UFC Oklahoma’s Dricus Du Plessis mocks ‘horrible’ Brendan Allen, slams ‘ridiculous’ Strickland-Khamzat rematch: I understand rebooking Strickland vs. Khamzat from a financial sense, but Nassourdine Imavov clearly deserves the next shot from a sporting perspective.
UFC parts ways with Michel Pereira following Shara Bullet loss in Baku: Michel Pereira hasn’t been fun to watch in a while now, but he also got hosed by the ref in his final UFC loss — that’s a rough pill to swallow.
Let’s start the night off by taking a look back over the three biggest stories of Tuesday, July 14, 2026.
Conor McGregor versus … Machine Gun Kelly?!? MGK reignites feud, buries ‘F—k Liddell’: I’m just glad we’ve found a winnable matchup for The Mac.
UFC Oklahoma’s Dricus Du Plessis mocks ‘horrible’ Brendan Allen, slams ‘ridiculous’ Strickland-Khamzat rematch: I understand rebooking Strickland vs. Khamzat from a financial sense, but Nassourdine Imavov clearly deserves the next shot from a sporting perspective.
UFC parts ways with Michel Pereira following Shara Bullet loss in Baku: Michel Pereira hasn’t been fun to watch in a while now, but he also got hosed by the ref in his final UFC loss — that’s a rough pill to swallow.
15 days ago
Already plenty of debate
The start of the semi-final between France and Spain has been highly contested.
First, during a tackle on Rodri, Michael Olise caught the ankle of Spain’s Ballon d’Or winner and got away without a booking.
A challenge that, according to many observers, should at the very least have earned the French playmaker a red card.
Finally, on the penalty won and converted by Spain, the French players and many viewers felt that Lamine Yamal had brought the ball under control with the help of his hand.
The start of the semi-final between France and Spain has been highly contested.
First, during a tackle on Rodri, Michael Olise caught the ankle of Spain’s Ballon d’Or winner and got away without a booking.
A challenge that, according to many observers, should at the very least have earned the French playmaker a red card.
Finally, on the penalty won and converted by Spain, the French players and many viewers felt that Lamine Yamal had brought the ball under control with the help of his hand.
16 days ago
The current first-team squad at La Liga giants Real Madrid have secured for themselves a place in the history books of international football.
This comes owing to their exploits at this summer’s World Cup.
Members of José Mourinho’s Real Madrid ranks have of course emerged as some of the star performers in North America over recent weeks.
Kylian Mbappé, for one, has run riot en route to France booking their spot in the competition’s semi-finals. Jude Bellingham, meanwhile, is fresh off another match-winning performance to ensure England of the same.
Prior to Brazil being sent packing from the Last-16, Vinícius Jr. had also enjoyed a thoroughly productive World Cup under the watch of Carlo Ancelotti.
This comes owing to their exploits at this summer’s World Cup.
Members of José Mourinho’s Real Madrid ranks have of course emerged as some of the star performers in North America over recent weeks.
Kylian Mbappé, for one, has run riot en route to France booking their spot in the competition’s semi-finals. Jude Bellingham, meanwhile, is fresh off another match-winning performance to ensure England of the same.
Prior to Brazil being sent packing from the Last-16, Vinícius Jr. had also enjoyed a thoroughly productive World Cup under the watch of Carlo Ancelotti.
17 days ago
ServiceTitan Inc. (NASDAQ:TTAN) is one of the best up and coming tech stocks to buy now. On June 24, ServiceTitan released performance data for its flagship software package, Max, highlighting significant growth for contractors through AI-driven automation. Early adopters are outperforming their peers, with call booking rates up by more than 500 basis points and job close rates up by more than 1,000 basis points.
Max uses AI agents to streamline the job lifecycle, including demand management, inbound call booking, and automated quote generation. By handling operational tasks through an Agentic Operating System, the platform allows technicians and business owners to focus on field execution and strategic business outcomes rather than manual coordination.
Since its launch, adoption of Max has more than doubled in the most recent fiscal quarter. Success stories like Team Rooter (which reported an 18% year-over-year revenue increase) show the platform's practical impact on operational efficiency and profitability in the trades industry.
ServiceTitan Inc. (NASDAQ:TTAN) is a CRM software provider, catering specifically trade persons and service contractors. The company is located in Glendale, California, and was founded in June 2008.
While we acknowledge the potential of TTANas an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Max uses AI agents to streamline the job lifecycle, including demand management, inbound call booking, and automated quote generation. By handling operational tasks through an Agentic Operating System, the platform allows technicians and business owners to focus on field execution and strategic business outcomes rather than manual coordination.
Since its launch, adoption of Max has more than doubled in the most recent fiscal quarter. Success stories like Team Rooter (which reported an 18% year-over-year revenue increase) show the platform's practical impact on operational efficiency and profitability in the trades industry.
ServiceTitan Inc. (NASDAQ:TTAN) is a CRM software provider, catering specifically trade persons and service contractors. The company is located in Glendale, California, and was founded in June 2008.
While we acknowledge the potential of TTANas an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
17 days ago
Lautaro Martinez struck in the 121st minute to help Argentina on their way to the 2026 World Cup semi-final in the early hours of Sunday morning, but some feel that the Inter skipper was fortunate to avoid a second yellow and a suspension for the upcoming last-four tie with England. Here's why El Toro escaped punishment.
Lautaro was initially named on the substitutes' bench for Argentina's eventual 3-1 quarter-final win against Switzerland in Kansas City, but emerged off the bench in the 84th minute and contributed his nation's third goal of the night in the 121st minute of the tie to put the game beyond any doubt.
KANSAS CITY, MISSOURI – JULY 11: Lautaro Martinez #22 of Argentina celebrates scoring his team's third goal during the FIFA World Cup 2026 Quarter Final match between Argentina and Switzerland at Kansas City Stadium on July 11, 2026 in Kansas City, Missouri. (Photo by Luke Hales/Getty Images)
Lautaro was on a booking at the time of his goal, and some eagle-eyed fans believe that he should have been shown a second yellow and sent off for his celebrations. Had that been the case, the Inter striker would have been suspended for the World Cup semi-final against England coming up on Wednesday night.
That is because Lautaro jumped over the advertising ****** dings and went right up to the Argentina supporters behind the goal while celebrating his 121st-minute settler.
Lautaro was initially named on the substitutes' bench for Argentina's eventual 3-1 quarter-final win against Switzerland in Kansas City, but emerged off the bench in the 84th minute and contributed his nation's third goal of the night in the 121st minute of the tie to put the game beyond any doubt.
KANSAS CITY, MISSOURI – JULY 11: Lautaro Martinez #22 of Argentina celebrates scoring his team's third goal during the FIFA World Cup 2026 Quarter Final match between Argentina and Switzerland at Kansas City Stadium on July 11, 2026 in Kansas City, Missouri. (Photo by Luke Hales/Getty Images)
Lautaro was on a booking at the time of his goal, and some eagle-eyed fans believe that he should have been shown a second yellow and sent off for his celebrations. Had that been the case, the Inter striker would have been suspended for the World Cup semi-final against England coming up on Wednesday night.
That is because Lautaro jumped over the advertising ****** dings and went right up to the Argentina supporters behind the goal while celebrating his 121st-minute settler.
18 days ago
Murat Yakin, Switzerland’s head coach, blasted the new football rules after the match that sealed his team’s fate in the World Cup.
"There was no reason for that booking, it was an innocent, harmless situation. The refereeing mistake punished us because of an unacceptable rule that has eliminated us in this way. I don’t know how the referee and VAR came to that conclusion." .
"This rule ruined the match. There was no reason for that yellow card, I repeat. In that situation, play should simply have continued," he told the press.
Switzerland were left with 10 men on the field right at their best moment against Argentina, after Embolo was shown a second yellow card under the “false identity” rule.
"There was no reason for that booking, it was an innocent, harmless situation. The refereeing mistake punished us because of an unacceptable rule that has eliminated us in this way. I don’t know how the referee and VAR came to that conclusion." .
"This rule ruined the match. There was no reason for that yellow card, I repeat. In that situation, play should simply have continued," he told the press.
Switzerland were left with 10 men on the field right at their best moment against Argentina, after Embolo was shown a second yellow card under the “false identity” rule.
18 days ago
It was ugly. It was exhausting. But in the end, the world champions did what they always seem to do.
Argentina booked their place in the FIFA World Cup 2026 semi-finals after a brutal 120-minute scrap against a relentlessly stubborn Switzerland side at Kansas City Stadium. Alexis Mac Allister set the tone early on, nodding home a brilliant Lionel Messi corner inside ten minutes. Then the drop-off happened. Lionel Scaloni’s men took their foot off the gas in the second half, allowing Dan Ndoye to smash home a thoroughly deserved equaliser from a dangerous cross.
The match swung on a red card. Swiss forward Breel Embolo was sent off after picking up a second booking for diving. Despite the man advantage, Argentina had to sweat. It took until the 111th minute of extra time for Julián Alvarez to break the deadlock with a magnificent, curling finish into the top corner. Lautaro Martínez then turned a rebound into an open net with the final kick of the game, putting a slightly deceptive gloss on a chaotic evening in Kansas City.
The Aston Villa goalkeeper commanded his box with total authority. He produced two massive saves, first dealing with an awkward, skipping effort from Granit Xhaka before pulling off a world-class flying stop in extra time. Completely blameless for the Swiss goal.
A frustrating night for the right-back. He looked completely restricted whenever he tried to venture forward and wasted a glorious second-half chance by blazing his shot wide. His positioning was suspect long before he was hooked.
Argentina booked their place in the FIFA World Cup 2026 semi-finals after a brutal 120-minute scrap against a relentlessly stubborn Switzerland side at Kansas City Stadium. Alexis Mac Allister set the tone early on, nodding home a brilliant Lionel Messi corner inside ten minutes. Then the drop-off happened. Lionel Scaloni’s men took their foot off the gas in the second half, allowing Dan Ndoye to smash home a thoroughly deserved equaliser from a dangerous cross.
The match swung on a red card. Swiss forward Breel Embolo was sent off after picking up a second booking for diving. Despite the man advantage, Argentina had to sweat. It took until the 111th minute of extra time for Julián Alvarez to break the deadlock with a magnificent, curling finish into the top corner. Lautaro Martínez then turned a rebound into an open net with the final kick of the game, putting a slightly deceptive gloss on a chaotic evening in Kansas City.
The Aston Villa goalkeeper commanded his box with total authority. He produced two massive saves, first dealing with an awkward, skipping effort from Granit Xhaka before pulling off a world-class flying stop in extra time. Completely blameless for the Swiss goal.
A frustrating night for the right-back. He looked completely restricted whenever he tried to venture forward and wasted a glorious second-half chance by blazing his shot wide. His positioning was suspect long before he was hooked.
18 days ago
A member of the attacking ranks at La Liga giants Barcelona is inching towards a summer exit from the club.
This comes amid the understanding that Ferran Torres is locked in active negotiations with European champions Paris Saint-Germain, over a potential joining of forces for next season.
Frontman Ferran is of course fresh off playing his part in Spain booking their spot in the semi-finals of the World Cup on Friday night.
All the while, though, activity is ongoing behind the scenes to sort his future at club level.
The former Manchester City man has seen his future in Catalunya's capital thrown firmly into doubt over recent weeks, amid Barca's efforts to reinforce Hansi Flick's frontline.
This comes amid the understanding that Ferran Torres is locked in active negotiations with European champions Paris Saint-Germain, over a potential joining of forces for next season.
Frontman Ferran is of course fresh off playing his part in Spain booking their spot in the semi-finals of the World Cup on Friday night.
All the while, though, activity is ongoing behind the scenes to sort his future at club level.
The former Manchester City man has seen his future in Catalunya's capital thrown firmly into doubt over recent weeks, amid Barca's efforts to reinforce Hansi Flick's frontline.
18 days ago
A member of the defensive ranks at La Liga giants Barcelona has emerged as a headline summer transfer target on the part of German champions Bayern Munich.
This comes amid the understanding that the Bavarians are giving serious consideration to tabling an offer for Jules Koundé.
Stopper Koundé has for his part spent the summer to date providing any who may have forgotten with a reminder of his unquestionable talents.
Following an underwhelming campaign at club level with Barcelona, the 27-year-old has shone from his berth at right-back en route to France booking a spot in the semi-finals of the World Cup.
And Koundé's performances along the way have evidently not gone unnoticed on the part of those in the boardroom at the aforementioned Bayern Munich.
This comes amid the understanding that the Bavarians are giving serious consideration to tabling an offer for Jules Koundé.
Stopper Koundé has for his part spent the summer to date providing any who may have forgotten with a reminder of his unquestionable talents.
Following an underwhelming campaign at club level with Barcelona, the 27-year-old has shone from his berth at right-back en route to France booking a spot in the semi-finals of the World Cup.
And Koundé's performances along the way have evidently not gone unnoticed on the part of those in the boardroom at the aforementioned Bayern Munich.
18 days ago
Newport County had a trialist sent off as they were beaten 2-1 in a pre-season friendly at Southern League Premier division side Gloucester City.
County defender Lee Jenkins headed home from Harrison Biggins' corner to give Newport a first-half lead at Gloucester's Meadow Park home.
But Gloucester turned the game around as they scored twice in the opening 18 minutes of the second period.
League Two Newport's hopes of finding an equaliser were not helped when one of three trialists in the their squad was dismissed after receiving a second booking 21 minutes from the end despite only coming off the bench at half-time.
Defeat was a first in pre-season for Newport, who are under the guidance of interim boss Chris Todd (pictured above), after wins over Bristol Manor Farm and Newport City.
County defender Lee Jenkins headed home from Harrison Biggins' corner to give Newport a first-half lead at Gloucester's Meadow Park home.
But Gloucester turned the game around as they scored twice in the opening 18 minutes of the second period.
League Two Newport's hopes of finding an equaliser were not helped when one of three trialists in the their squad was dismissed after receiving a second booking 21 minutes from the end despite only coming off the bench at half-time.
Defeat was a first in pre-season for Newport, who are under the guidance of interim boss Chris Todd (pictured above), after wins over Bristol Manor Farm and Newport City.
19 days ago
Corn futures closed the Thursday session with contracts 2 to 4 ¼ cents lower, as nearby July was down 7 cents. The CmdtyView national average Cash Corn price was 3 1/4 cents lower at $4.01 3/4.
USDA's Export Sales report from this morning showed a total of 565,810 MT of old crop corn bookings in the week of 7/2. That was the second lowest total for the marketing year and down 55.2% from the same week last year. Mexico was the top buyer of 168,900 MT, with 162,900 MT sold to ******* an, and 149,800 MT to Colombia. New crop sales were just 401,667 MT in that week, down 44.8% from this week in 2025. A bulk of the sales were to South Korea at 136,000 MT, with 112,000 MT to ******* an and 57,000 MT to Colombia. Accumulated sales of 6.55 MMT for 2026/27 are still 20.8% above last year.
Coffee Prices Finish Sharply Higher in Illiquid Market
Coffee Prices Surge as Volatile Trading Continues
Cocoa Prices Settle Sharply Higher on Signs of Recovering Demand
USDA's Export Sales report from this morning showed a total of 565,810 MT of old crop corn bookings in the week of 7/2. That was the second lowest total for the marketing year and down 55.2% from the same week last year. Mexico was the top buyer of 168,900 MT, with 162,900 MT sold to ******* an, and 149,800 MT to Colombia. New crop sales were just 401,667 MT in that week, down 44.8% from this week in 2025. A bulk of the sales were to South Korea at 136,000 MT, with 112,000 MT to ******* an and 57,000 MT to Colombia. Accumulated sales of 6.55 MMT for 2026/27 are still 20.8% above last year.
Coffee Prices Finish Sharply Higher in Illiquid Market
Coffee Prices Surge as Volatile Trading Continues
Cocoa Prices Settle Sharply Higher on Signs of Recovering Demand
19 days ago
Corn futures are showing 2 to 4 ¼ cent losses so far on Thursday. There were 88 deliveries issued against July futures overnight. The CmdtyView national average Cash Corn price is 3 3/4 cents lower at $4.00 1/4.
USDA's Export Sales report from this morning showed a total of 565,810 MT of old crop corn bookings in the week of 7/2, falling shy of trade ideas looking for old crop business to total between 0.6-1.1 MMT. That was the second lowest total for the marketing year and down 55.2% from the same week last year. New crop sales were also shy of the expected 600,000 and 900,000 MT at 401,667 MT. That was down 44.8% from the same week last year. Accumulated sales of 6.55 MMT for 2026/27 are still 20.8% above last year.
Coffee Prices Retreat on Speculation Recent Rally Was Overdone
Cocoa Prices Sharply Higher on West African Crop Concerns
Overbought Conditions Spur Technical Selling in Coffee Futures
USDA's Export Sales report from this morning showed a total of 565,810 MT of old crop corn bookings in the week of 7/2, falling shy of trade ideas looking for old crop business to total between 0.6-1.1 MMT. That was the second lowest total for the marketing year and down 55.2% from the same week last year. New crop sales were also shy of the expected 600,000 and 900,000 MT at 401,667 MT. That was down 44.8% from the same week last year. Accumulated sales of 6.55 MMT for 2026/27 are still 20.8% above last year.
Coffee Prices Retreat on Speculation Recent Rally Was Overdone
Cocoa Prices Sharply Higher on West African Crop Concerns
Overbought Conditions Spur Technical Selling in Coffee Futures
20 days ago
Norway stand in England’s way of booking a spot in the semi-finals of the World Cup.
Strikers Erling Haaland and Harry Kane are expected to have a big say in which side makes it through to the final four after electric starts to the tournament for both.
However, it will be a reunion of such between Haaland and England’s Jude Bellingham following their time together at Borussia Dortmund.
Haaland and Bellingham formed a strong friendship in Germany as they both broke onto the scene at a young age.
The Norwegian has been one of the standout stars from this summer’s World Cup having secured himself thousands of new fans.
Strikers Erling Haaland and Harry Kane are expected to have a big say in which side makes it through to the final four after electric starts to the tournament for both.
However, it will be a reunion of such between Haaland and England’s Jude Bellingham following their time together at Borussia Dortmund.
Haaland and Bellingham formed a strong friendship in Germany as they both broke onto the scene at a young age.
The Norwegian has been one of the standout stars from this summer’s World Cup having secured himself thousands of new fans.
20 days ago
The electric vehicle (EV) industry has been going through turmoil, and barring market leader Tesla (TSLA), no other player has been able to make money in the U.S. market. Legacy automakers, which announced ambitious vehicle electrification plans, have lately been licking their wounds and booking massive losses.
The quantum of losses the Detroit Big 3 have announced is gigantic. Ford (F) announced a $19.5 billion write-down in its EV business in December 2025. General Motors (GM), which had once declared that it wouldn't sell gasoline cars after 2035, has written down $7.6 billion. Stellantis (STLA), meanwhile, leads the pack with a charge of $26.5 billion.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
AbbVie vs Eli Lilly: 1 Is Clearly the Better Dividend Stock to Buy and Hold for the Next 10 Years
The Nasdaq-100 Could Be Forming a Textbook Diamond Top. Here's What to Watch on the QQQ Chart Now.
The quantum of losses the Detroit Big 3 have announced is gigantic. Ford (F) announced a $19.5 billion write-down in its EV business in December 2025. General Motors (GM), which had once declared that it wouldn't sell gasoline cars after 2035, has written down $7.6 billion. Stellantis (STLA), meanwhile, leads the pack with a charge of $26.5 billion.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
AbbVie vs Eli Lilly: 1 Is Clearly the Better Dividend Stock to Buy and Hold for the Next 10 Years
The Nasdaq-100 Could Be Forming a Textbook Diamond Top. Here's What to Watch on the QQQ Chart Now.
20 days ago
AVGO guided $56 billion in AI semiconductor revenue for fiscal 2026, up 180%, with Q2 bookings running 3x the revenue shipped.
Google, Anthropic, OpenAI, and Meta signed multi-year, multi-gigawatt compute deals with Broadcom, extending revenue visibility into 2028.
Wall Street consensus sits at 44 buys and zero sells, with a $524 price target against a current share price of $360.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.
Broadcom (NASDAQ:AVGO) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company's Q2 FY2026 earnings call, when JPMorgan ****** yst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027.
Google, Anthropic, OpenAI, and Meta signed multi-year, multi-gigawatt compute deals with Broadcom, extending revenue visibility into 2028.
Wall Street consensus sits at 44 buys and zero sells, with a $524 price target against a current share price of $360.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.
Broadcom (NASDAQ:AVGO) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company's Q2 FY2026 earnings call, when JPMorgan ****** yst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027.
